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Hartford Multifactor US Equity ETF
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Overview Fund Activity

37 hedge funds and large institutions have $242M invested in Hartford Multifactor US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$33.6M
2
CC
2
Claybrook Capital
Massachusetts
$3.45M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$2.75M
4
AG
4
Advisor Group
Arizona
$4.96M
5
Ameriprise
5
Ameriprise
Minnesota
$2.53M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.47M
2
UBS Group
2
UBS Group
Switzerland
$12.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
NFG
4
Next Financial Group
Texas
$955K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
1
Hartford Funds Management
Pennsylvania
$85.8M 2,662,076 – –
RJFSA
2
Raymond James Financial Services Advisors
Florida
$33.6M 998,414 +161,866 +19%
AAS
3
Avantax Advisory Services
Texas
$15.8M 469,567 +24,237 +5%
Morgan Stanley
4
Morgan Stanley
New York
$14.9M 442,524 +6,915 +2%
UBS Group
5
UBS Group
Switzerland
$12.6M 375,315 -30,101 -7%
Bank of America
6
Bank of America
North Carolina
$12.3M 364,349 +2,165 +0.6%
PA
7
Paracle Advisors
Washington
$12.1M 359,017 -3,754 -1%
LPL Financial
8
LPL Financial
California
$7.05M 209,279 +18,695 +10%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.47M 191,920 -66,266 -26%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$5.91M 175,303 -3,962 -2%
PAG
11
Private Advisor Group
New Jersey
$5.12M 151,949 +13,888 +10%
AG
12
Advisor Group
Arizona
$4.96M 147,247 +71,374 +94%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.4M 130,631 -6,932 -5%
CC
14
Claybrook Capital
Massachusetts
$3.45M 100,000 +100,000 New
Wells Fargo
15
Wells Fargo
California
$2.89M 85,829 -6,872 -7%
CAAS
16
Capital Asset Advisory Services
Michigan
$2.75M 79,183 +79,183 New
Ameriprise
17
Ameriprise
Minnesota
$2.53M 75,125 +38,528 +105%
RPG
18
Resource Planning Group
Georgia
$2.32M 68,731 -5,706 -8%
FAIM
19
Financial Advocates Investment Management
Washington
$1.36M 40,484 +2,298 +6%
NFG
20
Next Financial Group
Texas
$955K 28,338 -8,724 -24%
FPB
21
First PREMIER Bank
South Dakota
$897K 26,612 +262 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$652K 19,368 -140 -0.7%
MIAN
23
Mariner Independent Advisor Network
Kansas
$596K 17,671 – –
RJA
24
Raymond James & Associates
Florida
$570K 16,924 +78 +0.5%
Jane Street
25
Jane Street
New York
$567K 16,812 +16,812 New
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